See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,288 | $56,484+109.4% | $169,463-30.2% | $64,186+84.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.52% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,534 | $1,832+92.9% | $4,159-15.0% | $2,381+48.4% |
| Participant deferral / active EE | $10,612 | $3,448+207.8% | $5,277+101.1% | $3,470+205.9% |
| Admin fee / account holder | $5,879 | $4,174+40.8% | $9,109-35.5% | $4,888+20.3% |